Legacy Care Wealth is a family owned and operated financial planning firm based in Jersey City, NJ to service New Jersey and the greater New York City area. We develop goal-based financial plans that fully capture your current and future wealth pictures.

We employ comprehensive financial planning, tax efficiency planning, goal-based planning and savings and budgeting models to capture cash flows for clients that align with their life goals. We strive to understand and communicate a comprehensive view of family wealth and lifetime success. Through our fee-only platform, we are aligned ​with our clients’ interests to maximize wealth.

Legacy Care Wealth is a family owned and operated financial planning firm based in Jersey City, NJ to service New Jersey and the greater New York City area. We develop goal-based financial plans that fully capture your current and future wealth pictures.

We employ comprehensive financial planning, tax efficiency planning, goal-based planning and savings and budgeting models to capture cash flows for clients that align with their life goals. We strive to understand and communicate a comprehensive view of family wealth and lifetime success. Through our fee-only platform, we are aligned ​with our clients’ interests to maximize wealth.